Q: The recent NPI quarter looks pretty weak, decreased revenues from last year. I’m thinking to take a loss and possibly add to other positions, or would you recommend to repurchase after the 30 days? I read the March report, but I see better opportunities in other names. The growth story for 2025 is only the Oneida Energy Storage Project completion? How much will this add to revenues? I’m also concerned the allure around renewables and the climate change narrative is crumbling, especially after the Europe outages. Any thoughts on this?

My add to names I’m considering are PPL, CPX, PEY, WCP. How would you rank those for growth, stability, current and future yield?

Q: Hello Team,
Do you have a preference between these for overall performance over the next couple of years, ie capital gain plus dividends and why. With LNG becoming a thing, I wonder if that swings it to TOU. Your comments would be appreciated. Also, what would you expect the total percent dividend going forward for TOU, including quarterly and special.
Thanks,
Barry

Q: With the price of oil going down, do you think that it’s better to hold natural gas stocks and sell companies that produce mostly crude?